Jesse Malik
Investment adviser representative at Sentinel Pension Advisors, LLC.
16 yearsExperience
18 statesRegistered in
CFP® certificationDesignation
$11.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Sentinel Pension Advisors, LLC.Jul 2024 to now
- Sunoco AplusOct 2023 to Jul 2024
- Capfinancial Partners LLC (captrust)Oct 2022 to Oct 2023
- Capfinancial Securities LLCOct 2022 to Oct 2023
- UBS Financial Services Inc.Nov 2010 to Oct 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 18 states (CT, DC, DE, FL, GA, MD, MI, NC, NH, NJ, NV, NY, OH, OR, PA, TX, VA, WA).
Sentinel Pension Advisors, LLC.
Legal name: Sentinel Pension Advisors, LLC
$11.9BAssets managed
2,056Clients
52Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5348963
- Firm CRD
- 109901